- Modulr User Guides
- Using the Modulr Portal
- Managing Accounts
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Getting Started
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Using Modulr with Connected Software
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Using the Modulr Portal
- Security and Access
- Users
- Access Groups
- Delegates
- Delegate Dashboard
- Adding Funds
- Managing Beneficiaries
- Viewing accounts and transactions
- Managing Accounts
- Making Payments from the Portal
- Pending Payments
- Payment Approvals
- Payment file upload
- Payment Rules
- Reports – Transactions and User Activity
- Email notifications
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Using the Modulr Approvals App
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Using Payment File Upload with Modulr
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Using Virtual Cards and the Travel sector
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Using Modulr as a Partner
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Modulr Developer
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Customer Support
Proof of Account Document
The proof of account is a downloadable document stating the account’s details and that it is an account held by you with Modulr.
- While viewing an account, select the ‘Account options’ menu next to the account’s alias, select ‘Download proof of account’.
- The proof of account document will download as a PDF.